Organizing a Membership Renewal Campaign

For current CiviCRM users with some experience and who are comfortable with basic functionalities.

Your organization has a membership base and you want to make sure to keep it and even help it grow. But how? It can be a daunting task on an annual basis, but with CiviCRM, setting up a successful membership renewal campaign can become just another easy box to check off your list.

More details
This class will help you to master all the necessary steps to prepare a successful annual membership renewal campaign. We will explore the different approaches if you are using fixed or rolling memberships.

Leave this class with the skills to:

Define and plan the campaign

Execute the campaign

Clean and prepare data for the campaign outreach

Update membership settings

Configure an online membership page

Target members for renewal notices

Setup the renewal process that fits your organization structure

Manage the renewal emailing campaign

Monitor the renewal progress so you can decide on an action plan

Several CiviCRM modules including: Contact, CiviMember, CiviCampaign, CiviContribute, CiviMail and CiviReport will be used throughout the class. Experience with these modules is highly recommended.